ACT WEALTH MANAGEMENT, LLC
•CIK: 1814191•Filing: Q4 2025
**ACT WEALTH MANAGEMENT, LLC** manages $306M across a diversified portfolio of 61 positions. The strategy exhibits significant allocations to broad market equity exposure, notably holding VXF at $42.5M and VYM at $38.9M. Further concentration is evident in sector and thematic plays, including IWB ($28.4M) and GQ9 ($28.4M). The top ten holdings alone represent substantial exposure across various market segments.
Total AUM
$305.7M
QoQ Performance
+7.2%
Positions
48
Top 10 Concentration
82.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VXF
VYM
IWB
GQ9
PWB
CEMB
SCHF
HEFA
VXF13.9%
VYM12.7%
IWB9.3%
GQ99.3%
PWB8.7%
CEMB8.2%
SCHF7.3%
HEFA7.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.9%
Technology3.1%
Energy1.1%
Consumer0.8%
Financial0.6%
Consumer Staples0.2%
Industrial0.2%
Healthcare0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW8 new positions
↑24 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022